The search for reliable sources of income in today’s environment is forcing investors to look beyond their usual universe. Ongoing volatility due to macroeconomic and geopolitical risks has focused attention on finding the assets, geographies and strategies that enable portfolios to achieve the desired levels of yield, diversification and ESG alignment.
As these goals drive allocation decisions, investors are also grappling with the impact of a new world order and an uncertain outlook for rates, inflation and financial markets.
Against this backdrop, the FSA Spotlight On: Income event discussed the trends and challenges now confronting income investors. These included:
- Predicting the rates cycle and inflation outlook
- Understanding the macro and market factors shaping portfolios and allocation decisions
- Finding resilient income in an evolving world order
- Balancing emerging Vs developed markets exposure, and investment grade Vs high yield credit
- Identifying the sectors and geographies to ensure effective diversification
- Building sustainability into bond portfolios
RELATED FEATURES AND PARTNER Q&A
Finding income in a new investment landscape
As part of our Spotlight On: Income, Fund Selector Asia spoke to our partners over a two-part series. This is part one, where we look at finding income in a new investment landscape.
Managing portfolios in volatile markets
As part of our Spotlight On: Income, Fund Selector Asia spoke to our partners over a two-part series. This is part two, where we look at managing portfolios in volatile markets.
VIRTUAL EVENT
Watch the Spotlight On: Income panel discussion – Now available on-demand
PARTNER STRATEGY CONTENT
Legg Mason ClearBridge Global Infrastructure Income Strategy
Achieve sustainable income and capital growth with listed infrastructure assets
M&G Investments – M&G (Lux) Global Floating Rate High Yield Fund
A unique fund that offers attractive levels of income and benefits when interest rates rise
PineBridge Investments – Asia Pacific Investment Grade Bond Fund
Benefit from the attractive yields and stability of Asian investment grade bonds compared to other asset classes.
